Salesforce Sales Cloud Integration with Vimeo

With a Vimeo Enterprise account, you can sync your video or event registration form with Sales Cloud. This allows you to gather and evaluate leads from your Vimeo video or event  within your desired campaign in Sales Cloud.

After enabling this integration, you can pass Vimeo lead generation data back to Sales Cloud and import Sales Cloud data into Vimeo. You can also sync viewer-level analytics (campaign member status, watch time, polls answered, Q&A) into Sales Cloud. 

In this article:

• How to enable the Sales Cloud integration
• How to use the Sales Cloud integration
• About analytics and the Sales Cloud integration
• Limitations of the Sales Cloud integration

How to enable the Sales Cloud integration

Follow the steps below to link your Sales Cloud data with Vimeo:

1. First, install the package from Salesforce on our listing page.
2. After the package is installed, log into Vimeo.
3. Select your Vimeo profile icon, and then select Settings to open your account settings. 
4. Navigate to Marketing and select Integrations. 
5. You will see a list of integrations. Next to Salesforce Sales Cloud, select Connect.
   
   ⚠Note: You must be the account Owner to connect Salesforce Sales Cloud to your Vimeo account.
6. You will be prompted to log in to your Salesforce Sales Cloud account and verify your account via Sales Cloud OAuth.
   
7. Once you have successfully verified your account, you will see that Salesforce Sales Cloud is Connected in your Marketing settings. 
8. Now, you can sync with Sales Cloud lists when setting up registration forms for live events or videos. 

How to use the Sales Cloud integration

See below to learn how to use the integration with Sales Cloud on your live events and videos.

1. On Salesforce, create a new campaign for your video or live event by selecting Campaigns > New Campaign.
   
2. On the registration form for your video or event, select your Sales Cloud campaign under Sync to email list.
   • To access the registration form for a webinar, first navigate to the settings gear from the top-right of the event settings page. Then, select Registration from the righthand panel. 
     
     
   • To access the registration form for a video, go to the Interactivity tab on the left of the video settings page then select Registration.
     
3. Once you have synced a Sales Cloud campaign to your webinar or video, users will be prompted to register via the Vimeo form before watching. 

When viewers register via the form, Vimeo will scan their email addresses to see if a Lead or Contact exists in Sales Cloud.

• If a Lead or Contact exists → Registrant (Salesforce custom object) is created and associated to that lead or Contact record → Registrant will appear in the campaign synced in Vimeo event or video. 
• If a Lead or Contact does not exist → New lead is created for user → Registrant is created and associated to that lead or Contact record → Registrant will appear in the campaign synced in Vimeo event or video.

You can also import your existing leads by Syncing from a Sales Cloud campaign. Follow the steps at How to add attendees to your live event or webinar via CSV file, CRM, or MAP to learn more.  

About analytics and the Sales Cloud integration

To receive viewer-level analytics, you must manually complete the webinar OR wait one hour after the webinar autocompletes (autocomplete occurs when you don’t manually complete the webinar but Vimeo completes it for you). 

You can access your Vimeo video and webinar data under the campaign (Vimeo Event ID). 

You can see the registrants per webinar and video. You can drill into the Registrants ID to see the lead’s viewer-level analytics. Analytics will appear under the Vimeo Events and Registrants custom object.

In Related, you’ll find Polls, QnA, custom, and hidden UTM fields. 

In Details, you’ll find analytics for watch time % and total video views. 

Analytics include:

• Video/webinar title 
• Registration date
• Hidden UTM fields. See Track your webinars UTM parameter to learn more. 
• Watch time (%)
• Registration statuses 
  • Invited
    • User registers on Vimeo form or Salesforce form
  • Registered
    • User registers on Vimeo or Salesforce form and is matched via email address to a Salesforce Contact or Lead
  • Attended Live
    • Registered guest attends the webinar
  • No Show
    • User was invited/registered and didn’t attend the webinar or on demand recording
• QnA (live event only)
• Polls and answers (live event only)
• Views (video only)

See Track your webinar's attendee engagement and analytics to learn more.

Limitations of the Sales Cloud integration

Data sync 

Webinar analytics

• In your webinar timezone, CRM data will first start syncing at midnight. Then, it will continue to sync one hour before the start time, and every 15 minutes between when the webinar begins. CRM data will stop syncing when the webinar ends or exceeds two hours. Therefore, viewers who register later may not be reflected on the platform. 
• Viewer-level analytics sync when you manually complete the webinar OR one hour after when the webinar Autocompletes (Autocomplete occurs when you don't manually complete the webinar but Vimeo completes it for you). Analytics sync every five minutes in five minute intervals, analytics should finish syncing after 25 minutes.

Video Analytics

• Upload time refers to the exact time when the video was uploaded. For example, if you uploaded a video at 6 AM on June 1st, the analytics for this video will sync daily at 7 AM.

Already registered

Currently, if an attendee registers through a Salesforce form, there’s no way for the integration to identify if they’ve registered or not. So, even if the webinar hosts import the Salesforce campaign, the attendees will still need to sign in with their email when they click on Already registered.